HEFA

Isha Curr Hedged Msci Eafe

Latest period2024 - Q4Total superinvestors48

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 48 superinvestors own shares of Isha Curr Hedged Msci Eafe (HEFA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Isha Curr Hedged Msci Eafe (HEFA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Isha Curr Hedged Msci Eafe (HEFA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Isha Curr Hedged Msci Eafe (HEFA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Anthony Blagrove@Traveka Wealth, Llc
Recent Activity
Decreased -6.21%
2.87%
$5.188M
149,308 shares@ 34.76 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased 0%
0.02%
$5.025M
141,868 shares@ 35.43 avg price
Aryn Sands@Foresight Capital Management Advisors, Inc.
Recent Activity
Decreased -20.91%
2.52%
$4.305M
123,888 shares@ 34.75 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -2.06%
0.02%
$3.722M
107,114 shares@ 34.75 avg price
Robert Miller@Financial Advisors, Llc
Recent Activity
Decreased -4.11%
0.5%
$2.579M
74,218 shares@ 34.76 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -19.66%
0.05%
$1.203M
34,627 shares@ 34.76 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -1.44%
0.04%
$1.178M
33,910 shares@ 34.76 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Decreased -59.86%
0.11%
$498,785
14,354 shares@ 34.75 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -9.29%
0.03%
$398,689
11,473 shares@ 34.76 avg price
Jeffrey Jones@Cypress Financial Planning Llc
Recent Activity
Decreased -0.16%
0.12%
$320,986
9,237 shares@ 34.76 avg price